Sponsor White Paper: Investment Bonds and annuities in aged care

Investment Bonds offer an alternative option for aged care planning by structuring finances in a way that reduces assessable income and/or assets to help reduce ongoing care fees. Such a structure could also increase age pension entitlements, assist with cashflow management, and maximise estate values for families.

The full White Paper, Centuria Investment Bonds Strategies: Investment Bonds and Annuities in Aged Care, is available here.

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Sponsor White Papers

Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”

Cuffelinks includes this section to allow our sponsors to share their longer research or opinion pieces with our audience without editing or comment by us. They are provided for general education purposes and do not address the specific needs or circumstances of any investor.

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